Skip to main content

​
What you will accomplish

You will set up the services and workflows your facility performs again and again—storage intake, pickup, delivery, wash, detail, inspection, maintenance, customer visits, and internal shop tasks. When event setup is done well:
  • Staff pick clear event names instead of guessing.
  • Customers book only the services that are ready.
  • Appointments use the right length, reminders, and available hours.
  • Required photos and checklists show up during the work.
  • Limited bays, lifts, and rooms are less likely to be double booked.
Most setup happens in Settings > Services & schedule. Those choices affect Schedule, Cars, Parking Spots, customer messages, photo documentation, and staff workflows.
Events setup is not the same as the daily calendarUse Events guides when you are building or changing how services work (names, hours, messages, photos, resources).Use Schedule when your team is booking and running work on the calendar each day.Use Marketing & Events only for customer parties, campaigns, and RSVPs—not for storage intake or service appointments.
Where to click in the appMost setup lives under Settings > Services & schedule in the left sidebar (Settings, then Services & schedule). Closed days live on Settings > General. Customer messages and reminders live on Settings > Communications. Bookable bays start on Settings > Operations.
Who this section is forThese guides are written for facility owners and office staff setting up the app—not for software developers. You do not need technical training. Follow the steps in order, test once with Test an event setup, then tell your team which event types to use.

​
Before you start

Events and schedule settings page showing Services and event types table, service plans, walkthrough photos, closed days, and default message settings
Services & schedule is where admins control services, recurring plans, walkthrough defaults, Create event layout, closed days, and message defaults.
Schedule calendar showing multiple colored appointments after event types are configured
When event setup is done well, Schedule shows clear appointment blocks your team can open and run.

​
What you can set up from Events

  • Event types - reusable service or workflow names such as Storage Intake, Detail Appointment, Vehicle Pickup, or Maintenance.
  • Service plans - bundle recurring care (monthly checks, quarterly service) into named packages you assign to stored vehicles.
  • Customer access - decide which event types customers can request from customer-facing booking pages.
  • Booking approval - require staff to approve customer requests before they land on the calendar.
  • Photos and checklists - require staff to capture the right proof before an event is finished.
  • Walkthrough photo defaults - choose whether damage annotation opens automatically during intake photos.
  • Create event layout - pick how many columns each staff member sees on the Create event home page.
  • Scheduling rules - set duration, availability, reminders, closed days, and booking behavior.
  • Bookable resources - prevent overbooking limited items such as bays, lifts, rooms, staff time, or equipment.
  • Calendar subscription - let staff add the shop schedule to Apple Calendar, Google Calendar, or Outlook.

​
How event setup fits together

Think of an event type as the instruction card for a repeatable task.For example, a Detail Appointment event type can say:
  • Customers are allowed to book it.
  • The appointment takes 2 hours.
  • A detail bay is required.
  • Staff must take before-and-after photos.
  • The customer receives reminder messages before the appointment.
Once that event type is set up, your team can use it again and again without rebuilding the process each time.

​
Example: set up Storage Intake from start to finish

This walkthrough ties the guides together. Replace Storage Intake with any service your facility offers.
1

Create the event type

In Configure event types, add Storage Intake with Who can see this set to Customer or Both, and set When this event completes to Ask where the car is going if cars should be parked after intake.
2

Set hours and a 30-minute option

In Configure scheduling and booking options, set weekday hours and one booking option named Standard Intake (about 30 minutes).
3

Block holidays

In Set closed days for events, add facility-wide closed dates such as Thanksgiving. Customers should not be able to book online on those days.
4

Turn on a confirmation email and one reminder

In Set up event notifications and reminders, enable Scheduled → Email and one reminder 1 day before.
5

Require intake photos

In Configure photo rules, add zones such as Front, Rear, and Odometer for this event type.
6

Set walkthrough photo behavior (optional)

If intake uses damage markup, review Configure walkthrough photo defaults.
7

Test on Schedule

Follow Test an event setup: book a practice appointment, confirm the time slot, and check that photos and parking steps appear when staff open the event.
8

Turn on Require Approval if customers should not auto-confirm

In Configure event types, turn on Require Approval for services where your team must review each online request first. Train staff with Approve or decline customer booking requests.
Before customers book onlineFinish Configure communications and Configure portal and website so confirmation emails, texts, and booking pages use your facility name and contact details.
1

Create or review event types

Start with the services and workflows your team uses most often. Each event type should have a clear name, description, customer access setting, and status. Read the guide
2

Set up service plans (optional)

When storage tiers include repeating care, bundle event types into plans. Read the guide
3

Set scheduling rules and booking options

Decide when the event can be booked, how long it takes, how much notice your team needs, and whether customers should choose service options. Read the guide
4

Add closed days

Block holidays, team training days, facility maintenance, or any date when customers should not book appointments. Read the guide
5

Choose customer messages and reminders

Decide which emails, texts, and reminders customers should receive before and during the event. Read the guide
6

Add photo rules for proof of work

Add photo requirements for events where condition, damage, or completed work should be documented. Read the guide
7

Set up bookable resources if capacity matters

Add resources when a service depends on something limited, like one lift, two detail bays, or a specific staff member. Read the guide
8

Bundle recurring care into service plans

If stored vehicles need repeating internal service or inspections, create named plans and assign them on car records. Read the guide
9

Set walkthrough photo defaults

Choose whether damage annotation opens automatically during intake photos. Read the guide
10

Customize Create event layout for staff

Help front-desk staff scan service cards faster on desktop and mobile. Read the guide
11

Test with a real appointment

After setup, run through Test an event setup. Create a practice appointment on Schedule, check the calendar, and confirm fields, reminders, photos, and resources behave the way you expect.
Schedule calendar with multiple colored appointment blocks showing how configured event types appear on the weekly view
After you configure event types, a short test on Schedule shows whether names, colors, and time slots look right before customers rely on them.

​
Closed days are not the same as Calendar Block

New teams sometimes mix up two different ways to block time. They solve different problems.
Quick rule of thumbUse closed days when customers should not book online on a date. Use Calendar Block on Schedule when your team needs a visible block on the calendar for a specific time range.

​
Subscribe to your schedule from Services & schedule

Staff who want appointments on their phone or desktop calendar can copy a subscription link without leaving Settings.
Subscribe to your schedule section with Open in calendar app and Copy subscribe URL buttons
Each team member gets their own subscription link. Use Copy subscribe URL for Google Calendar or Outlook, or Open in calendar app on a Mac or iPhone. For step-by-step help in Apple, Google, or Outlook, read Subscribe to the team calendar. Some event setup lives outside Services & schedule. Use these pages when the guides below point you there:

​
How Events setup connects to Schedule

Your team does not live in Settings all day. After you configure event types here, everyday work happens on Schedule.
Edit Event Type page showing Who can see this Team, Customer, and Both choices plus Customers can book and Active toggles plus workflow features such as odometer, fuel level, and assign parking spot
Each event type controls what staff and customers see during a visit—turn on only the steps your process truly needs.
Bookable resources page showing Detail Bay with Bay 1 and Bay 2 instances listed
When capacity matters, create named bays or rooms first, then link them to booking options so the calendar cannot double book.

​
More settings on the Services & schedule page

The Settings > Services & schedule page includes four sections. Each one affects a different part of daily work.

​
Service plans (recurring vehicle care)

Service plans bundle repeating work—such as a monthly fluid check and a quarterly dealer service—into one named package you assign to a car.
Services and schedule page showing Service plans section with plan cards and Add a service plan tile
Service plans live on the Services & schedule page. Use them when a storage tier or membership includes scheduled care—not one-time invoices. When a plan is assigned to a vehicle, the app can create recurring appointments using the same repeat rules as the calendar. For step-by-step setup, read Set up service plans.

​
Create event screen layout

The Create event home screen (the large-button page many staff see after sign-in) can show 1, 2, or 3 columns of event types on desktop and mobile.
Services and schedule page showing Create event screen layout with desktop and mobile column options
Each team member can pick their own layout. Changes save automatically—no Save button on this section. Why this matters: A front-desk tablet may work better with 1 column and large buttons. A wide monitor may fit 3 columns so staff see more services at once.

​
Subscribe to your schedule

Staff can add the facility calendar to Apple Calendar, Google Calendar, or Outlook using a personal subscription link on this page.
Subscribe to your schedule section with Open in calendar app and Copy subscribe URL buttons
The feed is read-only and refreshes on the calendar app’s own schedule. For a full walkthrough, see Subscribe to the team calendar.
Calendar Block vs closed daysClosed days for the whole shop block customer booking on holidays for every service. The Calendar Block event type blocks time on the calendar for internal use. Use closed days for Thanksgiving; use Calendar Block when one bay is offline but the rest of the shop is open. See Set closed days for events.

​
How-to guides

Use Schedule for day-to-day calendar work. Use Cars when an event is about one vehicle. Use Marketing & Events for social events, RSVPs, tickets, and check-in—not for operational service appointments.

​
Troubleshooting

Staff do not see the event type on ScheduleOpen the event type in Settings > Services & schedule and confirm Active is on. If customers should see it, set Who can see this to Customer or Both. If they should pick a time themselves, turn on Customers can book.
Customers see no open timesCheck Scheduling hours, Booking Options, closed days, and any bookable resource tied to the event. One blocked rule can hide every time slot.
We changed settings but one event type did not changeTeam-wide defaults apply only when an event type uses Use team defaults for messages and reminders. Open that event type and check for custom notification or reminder overrides.

​
What to do next

If you are setting up the app for the first time, start with Configure event types. When the basics look right, run Test an event setup before you invite customers to book online. If your team already schedules work every day, keep using Schedule and return here only when you need to add or change a service.

​
What success looks like

After your Events setup is in good shape:
  • Staff choose from clear event names instead of guessing.
  • Customers can only request services that are ready for booking.
  • Appointments use the right duration, reminders, and availability.
  • Required photos and checklists appear during the workflow.
  • Limited resources are easier to protect from double booking.